See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $53,677 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $41,062 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,017 | $66,124+142.0% | $90,404+77.0% | $73,488+117.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 17.08% | 17.65%-0.6pp | 1293.02%-1275.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $235 | $2,346-90.0% | $3,262-92.8% | $2,270-89.6% |
| Participant deferral / active EE | $8,062 | $3,039+165.3% | $3,963+103.4% | $3,740+115.6% |
| Admin fee / account holder | $305 | $396-23.0% | $5,611-94.6% | $513-40.6% |